Client Support Administrator

Swiss Life; Manchester; Hybrid; GBP 21,000 - 27,000; Full time

Benefits offered by this job

25 days annual leave

Pension scheme

Life assurance 4x salary

Induction and training programme

Funded exams and study leave

Flexible benefits package

Buy additional holiday days

Cycle to work scheme

Volunteer days

Employee Assistance Programme

Job summary

Chase de Vere in Manchester is seeking a Client Support Administrator to join our busy client support team. You will work closely with financial advisers to prepare client meeting packs, review regulatory documents and manage fee processing for new and ongoing business.

The role offers full-time hours in Manchester with comprehensive training, ongoing professional development, and a clear route to paraplanning or adviser progression within our academy programmes.

Qualifications

• Experience in a financial advisory firm is required.
• Excellent communication skills via email and phone are essential.
• Strong time management and organisational skills are vitally important.
• Ability to work in a fast-paced environment with attention to detail.

Responsibilities

• Producing and collating client meeting documentation including portfolio valuations, application forms and regulatory documents.
• Processing fees for new and ongoing business and following up for payment.
• Monitoring and updating the progress of all new business.
• Completing anti-money laundering checks and ensuring FCA guidelines and company service standards are met.

Skills

Experience in financial advisory firm

Excellent communication skills

Time management & organisation

Attention to detail under pressure

Job description

## Client Support AdministratorApply: United Kingdom - Manchester: Full time: Posted 2 Days Ago: R13670Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients \"be future confident,\" which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role. For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes. **WHAT YOU WILL NEED*** Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.* Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.* Good time management and organisational skills are vitally important. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.* The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. **WHAT YOUR ROLE WILL INVOLVE**Our advisers couldn’t do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service. Your day-to-day role:* Producing and collating client meeting documentation for our advisers - this includes portfolio valuations, application forms and regulatory documents.* Processing fees in relation to new and ongoing business and following up for payment* Monitoring and updating the progress of all new business* Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards* Responding to queries and enquiries from advisers, clients and product providersBy joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:* 25 days annual leave (increases to 30 days with service) plus Bank Holidays* Contributory pension scheme* Life assurance – 4 x annual salary* Comprehensive induction and training programme* Funded exams and paid study leave* A wide range of voluntary flexible benefits to suit your individual needs* The option to buy additional holiday days* Cycle to work Scheme* Paid volunteering days each year* Employee Assistance Programme with access to a 24/7 helpline* Access to our free mortgage service, through our internal mortgage team* Our Employee Forum and Diversity & Inclusion group* Local and companywide events in support of our company charities